Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.72K	Hold	35	–	–	﹤0.01%	539
2026 Q1	$5.21K	Sell	35 -358	-91%	-$53K	﹤0.01%	538
2025 Q4	$57.6K	Hold	393	–	–	﹤0.01%	410
2025 Q3	$54.3K	Buy	+393	New	+$52.6K	﹤0.01%	417

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MGV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 35 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MGV in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.6K in Q4 2025. 480 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 35 shares of Vanguard Morningstar Mega Cap Value ETF worth $5.72K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #539 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $57.6K in Q4 2025.
480 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.